Bullish on Shopify as AI Shopping Beneficiary

25 days ago

SPEAKER_03

"I think there's opportunities here for really traditional retailers, too. Obviously, the first companies that come to mind here are the ones that were mentioned in this announcement, Etsy, Shopify. I'm quite a lot more bullish on Shopify just as a business as a whole and as a direct beneficiary of these trends than Etsy, really for a variety of reasons."

The speaker expresses a strong bullish view on Shopify, noting that the company is likely to benefit directly from the AI-driven shopping trends, making its business model more attractive compared to peers like Etsy.

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